valuation
also referred to as: valuations
4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Mar 27, 2025 by Kevin Grossman · across every show →
Everything said about valuation, oldest first
Mar 27, 2025 positive
Grossman: $10M ARR software companies are valued 4-5x higher than $5M companies
“A five million dollar ARR software company that's growing at 25% a year versus a ten million dollar ARR software company growing at 25% a year. The ten million dollar company is probably going to be valued at four or five times what the five million ARR is bec…”
Jun 18, 2025 bearish
Jun 25, 2025 neutral
Dye: Top-tier AI deal valuations have returned to 2021 peak levels
“The really strong deals your A deals in the market are really competitive right now. And so, you know, valuations are back to in some cases where we were in kind of 20, 21, 22. And so those are just, those aren't a great fit for us either.”
Jul 18, 2025
Growth deals stall on exit and control terms, not valuation
“It's the tough conversations happen a little bit late, and those tough conversations are about exit, and they're about control, and they're not often about valuation. Those conversations get solved really quickly, and folks think, oh, we're done. We've got our…”